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DRI

Name Holding Trade Value Shares
Change 		Change in
Stake
II
626
Impact Investors
California
$473K – – –
1IA
627
1620 Investment Advisors
Massachusetts
$465K +$15.8K +76 +4%
SIM
628
Synergy Investment Management
Florida
$463K – – –
FH
629
FWG Holdings
Florida
$459K – – –
IA
630
Integrity Alliance
Iowa
$455K -$497K -2,397 -53%
DJSG
631
D.J. St. Germain
Massachusetts
$454K +$249K +1,200 +136%
GCP
632
GSA Capital Partners
United Kingdom
$454K +$432K +2,081 New
RPC
633
Rossmore Private Capital
Connecticut
$452K -$208 -1 -0%
GWMR
634
GC Wealth Management RIA
Massachusetts
$448K +$427K +2,056 New
MM
635
MQS Management
New York
$445K +$424K +2,041 New
IB
636
Intrust Bank
Kansas
$444K -$13.3K -64 -3%
RBC
637
Romano Brothers & Co
Illinois
$441K – – –
PA
638
Profund Advisors
Maryland
$437K -$33.6K -162 -7%
BBHC
639
Brown Brothers Harriman & Co
New York
$437K +$46.5K +224 +13%
IAIM
640
International Assets Investment Management
Florida
$436K -$8.3K -40 -2%
APW
641
Acima Private Wealth
Virginia
$436K – – –
CI
642
Corient IA
Florida
$436K – – –
TCOT
643
Trust Company of Toledo
Ohio
$436K – – –
AP
644
Appleton Partners
Massachusetts
$433K -$19.7K -95 -5%
PL
645
Perpetual Ltd
Australia
$432K +$412K +1,983 New
CP
646
Covenant Partners
Tennessee
$430K – – –
BP
647
Ballentine Partners
Massachusetts
$430K +$10.2K +49 +3%
HFM
648
Harvest Fund Management
China
$426K – – –
HTHT
649
Hemenway Trust Hemenway Trust
New Hampshire
$425K -$10.4K -50 -3%
BAM
650
Berkshire Asset Management
Pennsylvania
$424K – – –
24 25
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